The Fund Grade · free · no account needed

What grade does AVEDX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

Fundprints Fund Grade · as of 2026-09-01

Ave Maria Rising Dividend Fund

#49 of 440 graded active funds · value · mid segment peer group

The point · specialist footprint

AVEDX puts less of its book behind proven specialists than 62% of graded funds.

Bottom 20%

● Bottom 40%

Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8 pts/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8 points per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

Conviction exposure

12.3%

of the book in specialist-converged names

Late-stage weight

25.9%

of the book in Crowded or Fading names

Active share

97.9%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book — top names by stage · as of 2026-09-09

Early Conviction

FAST 3.5%BKNG 1.8%SN 1.7%

Consensus

FANG 4.3%CVX 4.3%TXN 4.2%+4 locked

Emerging

TPL 5.1%CSL 3.3%LMT 2.9%+1 locked

Crowded

TFC 3%SPGI 2.8%BRO 2.7%+7 locked

Fading

LHX 4.5%TJX 4.2%LOW 3.5%+5 locked

see the names driving this grade, and how early each one is →

Watch this fund — free →X-ray what's inside →

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Ave Maria Rising Dividend Fund earns an A grade and ranks 49th out of 440 graded funds, with specialists building early positions in TPL and TXN. The concern worth watching is a cluster of fading holdings: LHX, TJX, LOW, and CSL together represent over 15 percent of the fund, meaning specialists are quietly stepping away from names that still carry real weight here.

→ Monitor the combined 15.3 percent weight in fading positions LHX, TJX, LOW, and CSL, as specialist exit signals potential price pressure ahead.

→ Note that TPL at 5.1 percent and TXN at 4.2 percent represent genuine early-stage conviction where proven specialists are actively building exposure.

Support leaving these positions

LHX 4.5% of the fund · Fading

TJX 4.2% of the fund · Fading

LOW 3.5% of the fund · Fading

TFC 3% of the fund · Crowded

SPGI 2.8% of the fund · Crowded

Where it's genuinely early

TPL 5.1% of the fund · Emerging

FAST 3.5% of the fund · Early Conviction

CSL 3.3% of the fund · Emerging

Read from today's disclosed book. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

Create your free account

No card required · open the feed in 30 seconds